Client: AE Power
Industry: Electrical Equipment & Power Solutions
Solution: Odoo Accounting, Inventory, Sales with Custom Grouped COA Reporting
About the Client
AE Power supplies industrial electrical equipment and power solutions to commercial and governmental sectors. With a growing portfolio of products, suppliers, and clients, the company required a system capable of managing sales documentation, stock flow, and accounting records accurately and efficiently.
Business Challenge
AE Power previously relied on multiple spreadsheets and manual processes to manage purchases, invoicing, and stock movement. This resulted in:
Difficulty tracking real-time inventory and material availability
Manual posting of financial entries leading to delays
Inconsistent reporting due to lack of structured Chart of Accounts
No visibility over profit margins, cost allocations, and account group totals
The company needed a unified ERP system to streamline operations and create clear, grouped financial reporting for management.
Our Solution
We implemented Odoo with a strong focus on accounting structure and operational transparency. Key deliverables included:
Accounting Module Setup with a structured Chart of Accounts grouped hierarchically for clear parent-child financial reporting
Customized COA Tree View Report allowing management to expand/collapse account groups for high-level and detailed visibility
Inventory Management with automated stock tracking and warehouse operations
Sales Module Configuration for quotations, delivery orders, invoicing, and payment recording
User training for internal finance and store teams
Key Features Delivered
✅ Structured COA by Account Groups (Assets, Liabilities, Equity, Income, Expense)
✅ Expandable & Collapsible Tree-View COA Report for financial clarity
✅ Real-time Inventory & Stock Movement Tracking
✅ Integrated Sales, Delivery, and Invoicing Flow
✅ Detailed Reporting for Financial Statements and Stock Valuation
Results Achieved
Clear Financial Visibility: Management can now view accounts at group and sub-account levels
Accurate Inventory Tracking: Real-time view of stock across warehouses and projects
Reduced Manual Work: Automated accounting entries tied directly to sales and stock operations
Better Compliance & Audit Readiness: Recognized accounting format with grouped reporting
Improved Decision Making: Reliable data for evaluating margins and project profitability
Client Feedback
“The structured accounting setup and COA reporting provided through Odoo has made our financial review process much clearer. Our sales and inventory now run automatically in sync with accounting, saving time and improving accuracy.”